Standard Workflows

Resend Paylink Workflow

Trigger: Created or Edited

Conditions:

• The Bnow__resend_paylink__c field is set to TRUE
• There is a custom setting (AutomationSetting) where the label is BN-Managed-resendPaylink and the status is TRUE

Actions:

• Set the Workflow email field on the Customer Record
• Send the Paylink Email

Booking Confirmation Workflow

Trigger: Created or Edited

Conditions:

• The bnow_all_products__processed__c field has a value
• There is a custom setting (AutomationSetting) where the label is BN-Managed-BookingConfirmationFlow and the status is TRUE

Actions:

• If BNow__initial_payment_method__c equals payLink, send Paylink to customer via email
• If bnow__balance_paid__c is greater than 0 and bnow__Status__c is not equal to Pending or Cancelled, send booking confirmation. If a product with Bnow__isbirthday__c equals TRUE, send Birthday Booking Confirmation.
• Hand off to CheckPromo Sub Flow, which sends out promo codes or gift vouchers when they are purchased online.

Birthday Party Reminder Workflow

Trigger: Daily batch process that fires at 10:00 am each day

Conditions:

• The Bnow__birthday_party_reminder__c field does not equal 0 (Bnow__birthday_party_reminder__c is a formula field that returns: ‘3’ when the next birthday is 90 days away, ‘2’ when the next birthday is 60 days away, ‘1’ when the next birthday is 30 days away)
• The Bnow__parent_waiver__c field is not blank
• The person’s age is less than 14 years
• There is a custom setting (AutomationSetting) where the label is BN-Managed-BirthdayPartyReminder and the status is TRUE
• The Bnow__Accept_Marketing__c field is True
• There is an account with the same email address in the system where Bnow__marketing_checkbox__c equals True

Actions:

• The system follows a path based on the number returned by Bnow__birthday_party_reminder__c. (Currently no email templates are linked as customer re-engagement strategies vary).

Email Unsubscribe Workflow

Trigger: A screen flow. This screen flow can be referenced as a link in marketing and confirmation emails to allow customers to unsubscribe from marketing messages from the operator (GDPR compliance).

Inputs: Email address

Actions:

• Get a list of accounts and waivers that match the inputted email address.
• Change the email marketing preferences on both to ‘False’

Outputs: Confirmation the action has completed. Safety statement to confirm the operator will still send transaction linked comms (booking confirmations and the like).

Membership Item Workflow

Trigger: Membership Item created or edited

Conditions:

• Active__c equals True
• Customer (lookup) is not Null
• Membership__c (lookup to membership record) is not Null
• There is a custom setting (AutomationSetting) where the label is BN-Managed-MembershipItemFlow and the status is TRUE

Branch 1:

• If Createdate = Current Date, Cancel_membership__c is False, Cancellation_Date__c is NULL, Cancelled_Date__C is Null, and active__c equals True:
  • Check and update if customer email exists and workflow_email__c is completed
  • Send Membership Confirmation email

Branch 2:

• If bnow__start_cancellation_notice__c is True:

  • Check and update if customer email exists and workflow_email__c is completed
  • Set cancellation date on the Membership Item record, the number of days cancellation notice is set on the Membership record (Bnow__Cancellation_Notice_days__c), although if it isn’t set the system defaults to 30 days
  • Set bnow__cancelled_date__c to the current date
  • Send the Membership Cancellation email to the customer to confirm cancellation dates